Financial Advisor

ESSENTIAL FUNCTIONS: Work closely with senior advisors to develop financial strategies for clients. Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, investment objectives, risk tolerance, and other information necessary for financial planning. Identify and pursue new business development opportunities. Conduct thorough financial analysis and research to provide tailored recommendations. Assist in the creation of financial plans and investment portfolios. Collaborate with clients to address their financial goals and concerns. Stay up to date with industry trends and changes in financial regulations. Maintain necessary licenses, including Series 65 and Washington State life and disability insurance licenses. Provide exceptional customer service and build strong client relationships. Assist in client meetings and presentations. Handle administrative tasks related to client accounts. Adhere to the firm’s compliance requirements. Communicating with clients and internal staff to resolve account-related issues. Other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Extensive knowledge of financial markets and investment strategies. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Proficient with Microsoft Office Suite or related software.

EDUCATION AND EXPERIENCE: Bachelor’s degree in: Finance, Accounting, or Business Administration. Minimum of 2 years of experience in a financial institution or advisory role. Series 65 license. Licensed in Washington State for life and disability insurance. WORK ENVIRONMENT/PHYSICAL DEMANDS Core Hours: 8 AM - 4:30 PM, Mon-Fri. Computer Use: Analyzing data, software, and reports. Client Meetings: Occasional regional travel. Deadline-Driven: Occasional extended hours. Professional Attire: Business dress code.

DISCLAIMER: The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.